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Sales Force Automation (SFA)
Sales Force Automation (SFA)
Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining...
 

 quotation and proposal management


Q2O Systems: Solutions for Quotation Management and Pricing Configuration
Quote-to-order systems include quotation management and pricing configuration solutions. Pricing configuration engines automate pricing and quoting processes

quotation and proposal management  Systems: Solutions for Quotation Management and Pricing Configuration Product configurators have evolved to include more sales, marketing, and financial functions (please see The Essential Components of Quote-to-order Applications . Configurators have become critical to the sell side of business-to-business (B2B) and business-to-consumer (B2C) e-business applications. To serve clients better and ensure that customers are able to purchase complex products over the Web, quote-to-order (Q2O) configurators

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Quote-to-Order RFI/RFP Template

Online Catalog, PIM Capabilities, Q2O/CPQ Workflow Management, Personalization and Localization, Rule Engines and Knowledge Base (Repository),Document Management (for Proposals and Contracts), Pri... Get this template

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Sales Force Automation (SFA)
Sales Force Automation (SFA)
Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining...

Documents related to » quotation and proposal management

Upside Software Remains on the Upside of the Contract Management Market


My recent article entitled “Why Should Enterprises Manage their Contracts Closely?” analyzed the importance of enterprise-wide contract lifecycle management (CLM) solutions and stated that many enterprises still use inappropriate makeshift tools to manage their important contractual terms and conditions. The article concluded with the fact that enterprise resource planning

quotation and proposal management  (RFI) ,  request for quotation (RFQ) , etc., and then post them to the supplier community. UpsideContract is flexible, with configurable wizards that users can tailor to their own requirements across the business. Thus, the solutions can be deployed in as little as a few days and typically provide a full  return-on investment (ROI)  in well under a year (and in most cases within six months). Not surprisingly, the vendor’s Web site is adorned by a plethora of awards and recognitions by industry Read More

Are Spend Management (or SRM) Apps Suited for the Mid-market? - Part 2


Part 1 of this blog series introduced common supply chain challenges and resulting spend management opportunities for companies of all sizes. The article then went into the philosophical and functional differences (if any) between the “spend management” and "supplier relationship management (SRM)" monikers. Further discussion was about what exact functional parts of this software category small

quotation and proposal management  which entails requests for quotation (RFQs), requests for proposal (RFPs), and requests for information (RFIs), facilitates the supplier evaluation efforts. Actual buying or selling (sourcing) takes place via a number of auction events that will be described shortly. Purchases can be direct or indirect, depending on whether they entail direct or indirect materials. Direct materials are materials that become part of the final product in measurable quantities. These are raw materials for manufacturers, and Read More

iQuoteXpress Launches Version 6.0 of Its SaaS CPQ solution


iQuoteXpress has launched the latest version of its software-as-a-service (SaaS) sales proposal, e-catalog, configuration, and reporting software. The latest version of iQuoteXpress has been extended with important new features for lead tracking and calendar/activity functionality. iQuoteXpress added these new features in response to in-depth market research and customer feedback

quotation and proposal management  and management before the quotation process begins. Leads are easily converted into accounts and contacts simultaneously, before entering the quotation/proposal process. The release has also added a collaborative calendar-based Activities tool for task, event, and appointment scheduling. We have received substantial input from our clients, says John Diaz, Director of Marketing for iQuoteXpress. iQuoteXpress now stands as a true 'whole product solution' to support sales teams with critical processes, Read More

The Challenge to Achieve Perfect Order Management


Superior order management can provide you with a competitive edge across the board. To move closer to order perfection and a truly loyal customer base, you must cost-effectively eliminate the issues preventing on-time, accurate order fulfillment. This involves every process, including planning and forecasting, acquiring and creating accurate orders and contracts, handling order changes, and resolving fulfillment and post-delivery problems.

quotation and proposal management  order process itself: inquiry, quotation and order entry, order processing, order fulfillment, billing, and complaints and returns. Consequently, as the order process progresses, shortcomings in other major processes ' finance, production, and distribution ' come crashing into play. The Sales Transactions: Inquiry, Quotation, Order The sales transaction can begin with an inquiry from the customer asking for detailed information about the goods desired, their price and availability, and delivery. The Read More
Polymita Technologies

Case Study: More Efficient Hospital Management Systems with Content Management Tools


Hospital de la Santa Creu i Sant Pau I is the oldest hospital in Spain, with over 34,000 admissions each year and 150,000 emergencies. In 1999, the hospital began to implement an intranet to provide information to employees, with an update in 2003 to provide visibility of corporate information. Learn how the company is integrating a content management system with portal tools to integrate processes and improve efficiency.

quotation and proposal management  Study: More Efficient Hospital Management Systems with Content Management Tools Hospital de la Santa Creu i Sant Pau I is the oldest hospital in Spain, with over 34,000 admissions each year and 150,000 emergencies. In 1999, the hospital began to implement an intranet to provide information to employees, with an update in 2003 to provide visibility of corporate information. Learn how the company is integrating a content management system with portal tools to integrate processes and improve efficiency. Read More

Ultimus Adaptive BPM Suite 8.3 for Business Process Management Certification Report


Ultimus Adaptive BPM Suite 8.3 is TEC Certified for online evaluation of business process management (BPM) solutions in the Enterprise Resource Planning (ERP) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

quotation and proposal management  Adaptive BPM Suite 8.3 for Business Process Management Certification Report Ultimus Adaptive BPM Suite 8.3 is TEC Certified for online evaluation of business process management (BPM) solutions in the Enterprise Resource Planning (ERP) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and Read More

Knowledge Management: The Core of Service Resolution Management


Businesses today need to demonstrate their value to customers by making information that is relevant to them accessible. Hence the need for knowledge management software, which helps companies segment and then distribute the information their customers want to know.

quotation and proposal management  Management: The Core of Service Resolution Management Today's businesses are faced with the reality of customers expecting and demanding more multichannel information and better service from call centers than ever before. Integrating call center service resolution management (SRM) into customer relationship management (CRM) can help companies retain both their call center agents and their customers. For more background, please see Integrating Customer Relationship Management and Service Read More

MODX Web Content Management: Vendor Profile


Open source vendor MODX provides a modern, highly flexible, Web standards–compliant Web content management (WCM) framework. TEC’s Director of Knowledge Services Josh Chalifour profiles MODX—its background, business practices, revenue streams, and community. MODX’s WCM systems, Evolution and Revolution, are being used for a significant quantity of sites around the world. Find out more in this report.

quotation and proposal management  Web Content Management: Vendor Profile Open source vendor MODX provides a modern, highly flexible, Web standards–compliant Web content management (WCM) framework. TEC’s Director of Knowledge Services Josh Chalifour profiles MODX—its background, business practices, revenue streams, and community. MODX’s WCM systems, Evolution and Revolution, are being used for a significant quantity of sites around the world. Find out more in this report. Read More

More Than "Talent": Exploring Talent Management and Workforce Management as a Continuum


“Talent” traditionally refers to key people—executives, experts, rock stars, etc.—that a company does not want to lose, while the majority of the company’s workforce are people who are considered more easily replaceable. But the general workforce can serve as a pool for future talent. This thought leadership explores some of the principles that are driving talent management and workforce management technologies—so you can help each and every one of your employees reach their potential and make the most of your entire workforce.

quotation and proposal management  Than Talent : Exploring Talent Management and Workforce Management as a Continuum “Talent” traditionally refers to key people—executives, experts, rock stars, etc.—that a company does not want to lose, while the majority of the company’s workforce are people who are considered more easily replaceable. But the general workforce can serve as a pool for future talent. This thought leadership explores some of the principles that are driving talent management and workforce management Read More

Systems Management Buyer's Guide


Enterprises of all sizes struggle to find and deploy effective systems management solutions. In the solution evaluation process, they need to weigh feature/function criteria along with less tangible characteristics in order to make an appropriately calibrated decision. Download this guide from Dell KACE for a comprehensive feature/function checklist, as well as additional considerations for evaluating systems management solutions.

quotation and proposal management  Management Buyer's Guide Enterprises of all sizes struggle to find and deploy effective systems management solutions. In the solution evaluation process, they need to weigh feature/function criteria along with less tangible characteristics in order to make an appropriately calibrated decision. Download this guide from Dell KACE for a comprehensive feature/function checklist, as well as additional considerations for evaluating systems management solutions. Read More

Performance and Compensation Management at the Core of Human Capital Management?


Strategic human capital management (HCM) solutions can help organizations transform their people into a competitive advantage by aligning managers and employees with corporate goals. There is now a statistical and causal relationship among key HCM applications and operating income growth.

quotation and proposal management  and Compensation Management at the Core of Human Capital Management? While decades have been spent investing in automation technologies for better use of tangible assets, only recently have enterprises begun to invest in optimizing human capital. Tactical and administrative human resources (HR) management is morphing into strategic human capital management (HCM). Part Three of the series Thou Shalt Manage Human Capital Better . Some might argue that HCM revolves around better performance Read More

Capitalizing on Advanced Inventory Management


Today’s distributors have an opportunity to drive performance to new levels by investing in advanced inventory management. These companies can expect to increase inventory visibility while driving down inventory costs. Learn how these kinds of inventory management initiatives can help your company strengthen customer relationships, bargain for better terms with suppliers, and generate more profitable growth.

quotation and proposal management  on Advanced Inventory Management In today's fast moving global marketplace, innovative companies are using their inventory to gain the competitive edge. Rather than manage inventory at the facility or company level, enterprising companies are using network-based inventory management software, which allows them to position their inventory where it is most needed and can provide the most profitability. By distributing inventory in its most advantageous positions, companies are able to achieve a Read More

Tenrox Project Workforce Management Certification Report: Project Portfolio Management (PPM) for Internal Departments


Tenrox Project Workforce Management is now TEC Certified for online evaluation of PPM solutions in the Project and Process Management Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

quotation and proposal management  Project Workforce Management Certification Report: Project Portfolio Management (PPM) for Internal Departments Tenrox Project Workforce Management is now TEC Certified for online evaluation of PPM solutions in the Project and Process Management Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product Read More

Oracle Project Portfolio Management Cloud


Oracle Project Portfolio Management Cloud offers an integrated project management suite that is designed to automate, streamline, and control project management processes end-to-end without expensive hardware and system management overhead costs. Read up on the product’s key features and the benefits your organization can achieve from this cloud solution.

quotation and proposal management  Project Portfolio Management Cloud Oracle Project Portfolio Management Cloud offers an integrated project management suite that is designed to automate, streamline, and control project management processes end-to-end without expensive hardware and system management overhead costs. Read up on the product’s key features and the benefits your organization can achieve from this cloud solution. Read More